See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,981 | $105,859-54.7% | $90,160-46.8% | $147,584-67.5% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 24.88% | 37.63%-12.7pp | 34.88%-10.0pp | 578.55%-553.7pp |
| Employer contribution / active EE | $1,644 | $4,126-60.2% | $3,318-50.5% | $4,876-66.3% |
| Participant deferral / active EE | $9,188 | $5,733+60.2% | $5,288+73.8% | $5,439+68.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |